Structured Products in Trust Portfolios?

Many fiduciaries have greatly expanded the types of investments they use in portfolios, thanks to the freedom afforded by widespread adoption during the past two decades of both the Uniform Prudent Investor Act and the Uniform Principal and Income Act. Whereas portfolios typically were invested almost exclusively in stocks and bonds previously, today’s portfolios frequently add commodities, foreign currencies and a variety of other investments to the mix. (See “Today’s ...

With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More

These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More

Research has shown that the attitudes, behaviors and circumstances of women’s financial lives are unique. In part one of a two-part series, we take a closer look at how women approach investing differently than men and how advisors can best meet their needs....More

Investors are attracted to international small cap stocks for their strong, long-term risk-adjusted returns. Yet, few investors fully appreciate the underlying return drivers inherent to the asset class....More